In Ep. 041, Tim talks with Douglas Boneparth, President and founder of Bone Fide Wealth in NYC. They talk about why Bone Fide Wealth focuses primarily on helping Millennials with financial planning, and why “planning first” is the way to go. We talk about how Millennials will change the landscape of the industry in the coming years, and where Douglas falls in the debate between holding out for your dream job vs. taking any job to pay the bills.
In Ep. 040, Tim talks with his older brother, Brendan Mullooly. Brendan is a CFP, and an investment advisor at Mullooly Asset Management. They talk about his beginnings in the industry, “certainties” in the market he’s observed along the way, working in a family business, and a few of his popular blog posts.
On today’s episode, Tim talks with Paul Mecurio. Paul began his career as a mergers and acquisitions lawyer on Wall Street before becoming a stand-up comedian. Paul has written jokes for Jay Leno, The Daily Show with Jon Stewart, and The Late Show with Stephen Colbert. Paul has won an Emmy and a Peabody award, and has a renowned podcast featuring guests like Sir Paul McCartney, Bob Costas, Bryan Cranston & more!
We focus on Paul’s off-Broadway, one-man show “Paul Mecurio’s Permission To Speak”. The show is currently running at The Actors’ Temple Theatre on West 47th Street in NYC (see below for ticket information!). The show has Paul interacting with guests on a nightly basis, allowing the guests to tell their life stories, laugh and really connect with one another. Paul shares some truly unique stories he’s heard during the show, and how no two shows are ever the same!
In Ep. 038, Tim talks with Daniel Crosby. Daniel is a PhD psychologist, a New York Times best-selling author, and a behavioral finance expert. They discuss Daniel’s upcoming book ‘The Behavioral Investor’, due out next Tuesday Oct. 16th! They talk about external factors and psychological tendencies that every human have that can negatively affect their investment decision making. Be sure to pick up a copy of the book next Tuesday!
In Ep. 037, Tim talks with Ashby Daniels. A CFP and financial advisor in Pittsburgh, Ashby focuses on folks ready for retirement. They discuss things to consider when approaching retirement, things to avoid when approaching retirement, and a handful of Ashby’s blog posts as well. Planning for retirement is one of the biggest goals in a person’s life. Find out how to make it more manageable in this episode!